Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Growth Advantage Fund Class R6 in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,197 | $34.4M | $2.4M |
| 2 | BCC SOFTWARE, LLC BCC SOFTWARE 401K PLAN | ROCHESTER NY | 100 | $18.5M | $2.4M |
| 3 | READYCAP COMMERCIAL, LLC READYCAP COMMERCIAL 401(K) PLAN |
BERKELEY HEIGHTS NJ |
| 214 |
| $23.8M |
| $981K |
| 4 | TK SERVICES, INC. SONSRAY 401(K) PROFIT SHARING PLAN | TORRANCE CA | 618 | $36.0M | $566K |
| 5 | BUDDY MOORE TRUCKING, INC. BUDDY MOORE TRUCKING, INC. 401(K) PLAN | BIRMINGHAM AL | 253 | $6.7M | $176K |